Posts Tagged ‘Macquarie Economics Research’

Is The Property Market Crashing In Or Cashing In?

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Here we go again – global financial markets went into yet another tail spin this week as they collectively expressed concerns about world growth and financial stability. Global credit markets face a ‘perfect storm’with companies across the world having to raise $40 trillion to finance upcoming debt. On top of...

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Here we go again – global financial markets went into yet another tail spin this...

Four new P’s – polls, populism, performance and of course, profits!

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Actually not that different with the three P’s that pertain to property – position, position and position. Throw in politicians and bankers and what we have is the 2010 equivalent of economic soup that is murky and far from palatable. During the global financial crisis (GFC) Westpac and the Commonwealth...

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Actually not that different with the three P’s that pertain to property – position, position...

Not just the horses are off and racing!

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Next week the nation stops for the running of the Melbourne Cup, so out comes the form guide. Nothing unusual one might say, as it is well documented that Aussies would have a bet on two flies climbing up a wall. I’m not sure if any punters will have a...

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Next week the nation stops for the running of the Melbourne Cup, so out comes...

It’s cold and we’re off to the polls – acute market negativity!

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Plenty of negative sentiment about the property markets at the minute – so try telling somebody who cares, given purchasers and vendors appear a thousand miles apart (for the moment anyway).
Last week, I wrote that July can be a lost property month as so many are away on holidays. This...

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Plenty of negative sentiment about the property markets at the minute – so try telling...

Back flips, mistakes and a broken economic compass!

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With the benefit of hindsight, we ask, did the powers that be in Canberra get the stimulus spending right whilst addressing the global financial crisis? If not, what have they learned from it (if anything)? The answer would be absolutely nothing, given nothing has, or is, being done about housing....

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With the benefit of hindsight, we ask, did the powers that be in Canberra get...

Is Australia double–dipping? We all need to KISS (keep it simple stupid!)

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Here we go again – Mad Monday wiped $40 billion from our shock - markets and once again, hedge funds ran amok with an insatiable desire to short stocks. Throw in the calamities of Europe, a highly sensitive super tax on mining and a federal election and we see emotions...

Nothing beats controlled political chaos!

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An extraordinary week in Australian politics that resembled the “Battle of Sydney Harbour” or maybe “Battleships in the Big Bathtub” – where part of all contestants’ boundaries (by coincidence) were the high water marks of Sydney Harbour. The “Mad Monk” won line honours and yet, as with any...

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An extraordinary week in Australian politics that resembled the “Battle of Sydney Harbour” or...

Australian real estate needs to get trigger – happy!

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Forget the spin and electoral rhetoric – Australia had just one quarter of negative growth yet in the wash – up many businesses did very well from the (apparently) worst global financial crisis (GFC) since the Great Depression. Danny John from the Sydney Morning Herald wrote “What crisis? Westpac gains...

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Forget the spin and electoral rhetoric – Australia had just one quarter of negative growth...

GFC – is the G, still Global or now Government?

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Much has been written and spoken about the Global Financial Crisis (GFC) where it now appears that the ‘Global’ has been superseded by Governments in crisis. In Australia it is a calamity at both Federal and State levels – (all will be explained later). In modern day speak, our elected...

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Much has been written and spoken about the Global Financial Crisis (GFC) where it now...

Mirror, mirror on the wall….

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Please tell the Australian voting public that we made the correct call. The Emperor (Kevin Rudd) is a worried man, given that when interest rates start rising the Government of the day (historically) receives all the blame. Monash University political analyst Nick Economou was more succinct “The Reserve Bank of...

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Please tell the Australian voting public that we made the correct call. The Emperor (Kevin...